Create Dynamics365 contacts from onboarding webhooks
Keep important people records current when onboarding completes in another system.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Why this helps
New relationship details stay in the onboarding tool and never reach the shared CRM.
- Keeps people records synchronized at the handoff
- Reduces duplicate entry
- Makes new contacts available to the team
Setup
Build it in a few focused steps.
- 1Connect Dynamics365 in Notis once and configure the onboarding source to call a Notis webhook.
- 2Create an automation named Onboarding contact.
- 3Describe when to create the contact and what context to summarize from the webhook.
- 4Choose the Notis webhook trigger and select a report channel.
- 5Send one real onboarding event and verify the contact.
Questions about this workflow
Can this handle contractors and customers differently?
Yes. Include the classification rule in the instruction if the webhook provides the needed information.
What if the event is duplicated?
Ask Notis to report likely duplicates using the returned Dynamics365 data and your stated policy.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Dynamics365. A trigger fires from one place; an action lands in another.
Typeform triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
New Form Response
Triggers when a respondent completes and submits the form.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Typeform and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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